Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Capital House2 Pride PlaceDerbyDE24 8QRUNITED KINGDOM- Phone
- +4401332200020
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Complaints Contact
Capital House2 Pride PlaceDerbyDE24 8QRUNITED KINGDOM- Phone
- +4401332200020
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
For Retail (Non-Investment Insurance)
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Retail (Investment), Non-investment insurance contracts, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Rights to or interests in investments
Show 2 limitations Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
- · The firm can only agree to carry on the regulated activities specified in this Notice.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Sophie Hepburn
IRN SXH01147
- (1181)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1182)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2024)
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Sophie Louise
IRN SXL00625
- (597)Appointed representative dealing with clients for which they require qualification (1 Aug 2024 to 14 Apr 2026)
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Sophie Louise Brown
IRN SXB78249
- (391)Appointed representative dealing with clients for which they require qualification (17 May 2024 to 30 Aug 2024)
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Sophie Louise Mason
IRN SXM00967
- (664)Appointed representative dealing with clients for which they require qualification (12 Jul 2024 to 10 Dec 2025)
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Sophie Rebecca Richards
IRN SXH00643
- (683)Appointed representative dealing with clients for which they require qualification (29 Jan 2024 to 20 Jun 2025)
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Sophie Samantha Abigail Poole
IRN SXP01000
- (1050)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1051)Appointed representative dealing with clients for which they require qualification (since 27 Sep 2024)
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Stacey Davies-Bowler
IRN SXD00503
- (56)CF1 Director (AR) (since 24 May 2022)
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Stacey Main
IRN SXM04895
- (134)CF1 Director (AR) (since 21 Apr 2026)
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Stacey Stanton
IRN SXS05845
- (736)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (737)Appointed representative dealing with clients for which they require qualification (since 27 Feb 2026)
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Staci Lauren Shirley Carr
IRN SXL00726
- (1170)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1171)Appointed representative dealing with clients for which they require qualification (since 21 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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MAE Financial Limited
FRN 596357 · Appointed 26 Feb 2013
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Balgores Property Services Ltd
FRN 220266 · Appointed 30 Jan 2013
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LRG Financial Services Limited
FRN 593672 · Appointed 2 Jan 2013
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Acorn Financial Services (South East) Ltd
FRN 590888 · Appointed 13 Nov 2012
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John Howard Mortgages Ltd
FRN 588638 · Appointed 21 Sep 2012
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Advise and Protect Limited
FRN 588296 · Appointed 19 Sep 2012
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Jigsaw Financial Services Ltd
FRN 194018 · Appointed 28 Aug 2012
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Tees Valley Financial Services Ltd
FRN 452775 · Appointed 21 Aug 2012
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TIME Mortgage Experts Ltd
FRN 585328 · Appointed 26 Jul 2012
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Coreco Partners LLP
FRN 584771 · Appointed 18 Jul 2012
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Moneybox
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trading name added: MD Private Clients
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trading name added: MAB Protection Advice
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trading name added: MAB Network
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trading name added: Ted Jasina & Co Mortgage Services
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (2092)SMF3 Executive Director
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controlled function added: (2091)SMF4 Chief Risk
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controlled function added: (2090)SMF12 Chair of the Remuneration Committee